The Breakdown
The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics. Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system. A Blockworks podcast. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/

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Episoder(2085)

Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

Today on the Brief: New Federal Reserve research suggests reaction to Facebook’s Libra basket approach was overblown Italian Banking Association pushing to test a digital euro U.S. housing has wor...

23 Jun 202047min

Fight the Fed or Love the BRRR? [Long Reads Sunday]

Fight the Fed or Love the BRRR? [Long Reads Sunday]

A reading of two pieces How I Learned to Stop Worrying and Love the Money Printer by Jill Carlson | CoinDesk + Fight the Fed Jesse Felder | The Felder Report

21 Jun 202012min

A Dozen+ Statistics Proving Millennials Are F%#$&D: The Breakdown Weekly Recap

A Dozen+ Statistics Proving Millennials Are F%#$&D: The Breakdown Weekly Recap

The big narrative in financial media for the last few weeks has been the insurgent Robinhood rally, led by the AC/DC-blaring Pied Piper Dave Portnoy, owner of Davey Day Trader Global Global (DDTG Glob...

20 Jun 202011min

Why Monetary Debasement Is Here to Stay, Feat. Dr. Vikram Mansharamani

Why Monetary Debasement Is Here to Stay, Feat. Dr. Vikram Mansharamani

Today on the Brief: FTX lists two Compound tokens Reddit partners with Ethereum Foundation on Layer 2 scaling Black-In Freedom Festival reimagines Juneteenth Our main topic:  Dr. Vikram Manshar...

20 Jun 20201h 8min

6 Things Jobless Claims Tell Us About the State of the Real Economy

6 Things Jobless Claims Tell Us About the State of the Real Economy

Today on the Brief:  Powell says private companies shouldn’t be involved in Central Bank Digital Currencies According to former NSA head John Bolton, Trump told Mnuchin to go after Bitcoin Interes...

19 Jun 202025min

The Satoshi-fication of Social Media: Why The Future Is Pseudoanonymous, Feat. The Crypto Dog

The Satoshi-fication of Social Media: Why The Future Is Pseudoanonymous, Feat. The Crypto Dog

On the Brief: Big tech vs. the American political right and left Why TikTok users are pretending to love China for clout Decentralizing venture capital  Our main conversation: The Crypto Dog is...

18 Jun 202047min

The Fed's Folly: From Moral Hazard to Business as Usual, Feat. Jesse Felder

The Fed's Folly: From Moral Hazard to Business as Usual, Feat. Jesse Felder

Today on The Brief: An unexpectedly good retail sales report drives market confidence  Are we in for a second wave of white-collar layoffs?  The latest rumblings in central bank digital currencies...

17 Jun 20201h 13min

Sorry, Bloomberg: Here Are 6 Reasons Why 2020 Is a Great Year for Bitcoin

Sorry, Bloomberg: Here Are 6 Reasons Why 2020 Is a Great Year for Bitcoin

Today on the Brief: Stocks down on coronavirus fears Demand destruction The looming retirement crisis Our main theme:  Bitcoin is up more than 30% on the year. After a crash alongside equities,...

15 Jun 202028min

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